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crricchi
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How do I enter an IRA Rollover which was fully distributed from one bank and rolled over into a different bank within the 60 day period?

 
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Cindy0H
New Member

How do I enter an IRA Rollover which was fully distributed from one bank and rolled over into a different bank within the 60 day period?

This will be entered in the 1099R section. 

  • Federal
  • Income
  • Retirement & Social Security
  • IRA, 401(k), Pension Plans (1099R)...start
  • When it asks "what did you do with this money?...check moved to another account
  • You will have 3 choices...the first is probably what you should select

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1 Reply
Cindy0H
New Member

How do I enter an IRA Rollover which was fully distributed from one bank and rolled over into a different bank within the 60 day period?

This will be entered in the 1099R section. 

  • Federal
  • Income
  • Retirement & Social Security
  • IRA, 401(k), Pension Plans (1099R)...start
  • When it asks "what did you do with this money?...check moved to another account
  • You will have 3 choices...the first is probably what you should select
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